Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49336.89 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45275.35 Kr¶
PnL: ---------------------------------------> 219.35 Kr¶
DD now: ---------------------------------> -7.122 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:16:52.981396'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.220000 | 1671.300000 | 202.300000 | 13.770000 | 1468.999998 |
| Orrön Energy | 180 | -0.860000 | 2183.400000 | 140.400000 | 6.870000 | 2043.000000 |
| Sedana Medical | 93 | -0.910000 | 2637.480000 | 116.480000 | 4.620000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -1.210000 | 983.000000 | 48.000000 | 5.130000 | 935.000000 |
| Catena | 2 | -1.530000 | 826.000000 | 34.000000 | 4.290000 | 792.000000 |
| JM | 6 | -0.930000 | 894.000000 | 30.000000 | 3.470000 | 864.000000 |
| Hoist Finance | 35 | -0.690000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Sagax B | 4 | -1.520000 | 883.600000 | 29.600000 | 3.470000 | 854.000000 |
| Platzer Fastigheter Holding B | 12 | -3.060000 | 988.800000 | 27.800000 | 2.890000 | 960.999996 |
| Hexatronic Group | 12 | -0.690000 | 994.800000 | 27.800000 | 2.870000 | 966.999996 |
| VEF | 909 | -1.900000 | 1872.540000 | 22.540000 | 1.220000 | 1850.000436 |
| Sagax A | 4 | -2.230000 | 876.000000 | 22.000000 | 2.580000 | 854.000000 |
| Gränges | 9 | -0.290000 | 939.600000 | 11.600000 | 1.250000 | 927.999999 |
| Bilia A | 8 | -0.520000 | 911.200000 | 11.200000 | 1.240000 | 900.000000 |
| Byggmax Group | 33 | -0.810000 | 965.580000 | 9.580000 | 1.000000 | 956.000001 |
| Biotage | 7 | -0.800000 | 949.900000 | 8.900000 | 0.950000 | 940.999997 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| AcadeMedia | 8 | -0.390000 | 404.800000 | 2.800000 | 0.700000 | 402.000000 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| Clas Ohlson B | 12 | -0.980000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| OX2 | 13 | -0.610000 | 949.000000 | -1.000000 | -0.110000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.230000 | 777.900000 | -1.100000 | -0.140000 | 779.000001 |
| EQT | 4 | -1.580000 | 823.200000 | -8.800000 | -1.060000 | 832.000000 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.590000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| SKF B | 5 | 0.250000 | 920.500000 | -19.500000 | -2.070000 | 940.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Addnode Group B | 11 | -1.460000 | 888.800000 | -32.200000 | -3.500000 | 921.000003 |
| Indutrade | 5 | -0.500000 | 1184.000000 | -34.000000 | -2.790000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.420000 | 1044.000000 | -43.000000 | -3.960000 | 1087.000000 |
| Latour B | 4 | -0.440000 | 812.400000 | -44.600000 | -5.200000 | 857.000000 |
| Hexagon B | 26 | -1.210000 | 3391.700000 | -69.300000 | -2.000000 | 3461.000010 |
| Bufab | 3 | -1.540000 | 1034.400000 | -74.600000 | -6.730000 | 1109.000001 |
| INVISIO | 16 | -0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| TOTAL | 45275.350000 | 219.350000 | -7.12243% | 45056.000411 |
Updated:¶
'2023-07-05 09:17:09.737953'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
